Sepio Capital provides customized investment advisory solutions, discretionary investment management, financial planning, and related services to high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. Sepio Capital primarily uses proprietary investment strategies and unaffiliated money managers to customize client portfolios based on individual goals, risk tolerance, and time horizon. The firm's investment approach emphasizes fundamental analysis with a long-term focus, utilizing mutual funds, exchange-traded funds, individual stocks, bonds, digital assets, and private funds. In addition to investment management, Sepio Capital offers strategic planning and consulting services covering spending policy analysis, budgeting, cash flow planning, charitable giving, tax planning, and insurance analysis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.50% to 1.00% annually depending on account size, complexity, reporting requirements, and investment strategies.